Monitor the Overall Health of Your Strategic Plan

The Strategy Overview page of your Strategic Plan provides a summary of the overall health of your Strategic Plan. To access the Strategy Overview page, go to your Strategic Plan and select Strategy Overview from the drop-down at the top of the page.

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The Strategy Overview page shows the following about the overall health of your Strategic Plan:

  1. The top bar is a visualization of your red, yellow, and green health status throughout the Strategic Plan.
  2. The Health Warning box shows how many entities in the Strategic Plan are red (critical). Click the Health Warning box to display a list of the entities that are critical. The metric within this box shows if its increased or decreased in the last 30 days.
  3. The Past Due box shows how many Tactics/Action Items are past due. Click Past Due to display a list of the Tactics/Action Items that are past due. The metric within this box shows if its increased or decreased in the last 30 days.
  4. The Top Users box shows who is using the Strategic Plan the most.
  5. The Progress Note box shows how many Progress Notes have posted within the last 30 days, and whether they have increased or decreased since last week.
  6. The pie chart provides a visual representation of the overall health of your Strategic Plan. Click on each piece to access a specific entity within your Strategic Plan.

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